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Technology Stocks : Semi Equipment Analysis
SOXX 299.67+1.5%Nov 12 4:00 PM EST

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To: Return to Sender who wrote (4210)7/21/2002 11:56:34 PM
From: Donald Wennerstrom  Read Replies (2) of 95406
 
Yes, I had a feeling that is was "bad" by watching the comments the past couple of weeks, but I didn't know how bad until I totaled up the numbers.

Looking at the next post where it shows the SOX down 1 percent over this period in July - if the 4 semi-equips had "stayed the same value" over the period, the SOX would not have been down 1 percent, but rather would have been up about 2 to 3 percent. Quite a difference!

It will be interesting to see if the analysts keep "hacking away" at the semi-equips this coming week.

Don
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